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Tuesday 31 March 2026
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
Tuesday 31 March 2026
Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
Tuesday 31 March 2026
MPI probe card lead times stretch to 6 months on AI chip testing surge
Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...
Tuesday 31 March 2026
Flex to acquire Electrical Power Products for US$1.1 billion
Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...
Tuesday 31 March 2026
Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook
Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software,...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Memory shortage persists as AI-era supply-demand imbalance deepens
Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
Tuesday 31 March 2026
AI computing shifts from training to inference; heterogeneous architectures go mainstream
As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
Tuesday 31 March 2026
Apple sustains growth with budget MacBook Neo and OpenClaw craze
Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...
Tuesday 31 March 2026
DFI drives defense and automation growth amid rising edge computing demand
As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance...
Tuesday 31 March 2026
BYD faces tougher market with rising sales, falling profits
BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability...
Tuesday 31 March 2026
China's analog chip price surge spreads, benefiting mature AI process assets
As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...
Tuesday 31 March 2026
Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers
The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel...